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State Street SPDR S&P 600 Small Cap Growth ETF

509 hedge funds and large institutions have $2.39B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

13% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 166

5% more funds holding

Funds holding: 483509 (+26)

1% more capital invested

Capital invested by funds: $2.37B → $2.39B (+$18.5M)

0.86% less ownership

Funds ownership: 67.33%66.47% (-0.86%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
509
Holders Change
+26
Holders Change %
+5.38%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.21%
New
77
Increased
187
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lodestone Wealth Management
Washington
$1.98K +$1.98K +21 New
SWIM
502
Smallwood Wealth Investment Management
New Jersey
$1.88K
FIM
503
FWL Investment Management
Texas
$1.6K
SAG
504
SageView Advisory Group
California
$1.41K +$1.42K +15 New
CPBTD
505
Central Pacific Bank - Trust Division
Hawaii
$1.13K
WSFS
506
Wilmington Savings Fund Society
Delaware
$848
IRAG
507
Investment Research & Advisory Group
Georgia
$848 +$850 +9 New
VWWMG
508
Vermillion & White Wealth Management Group
Pennsylvania
$810 -$94 -1 -11%
SAS
509
Spurstone Advisory Services
Connecticut
$377
SS
510
Sunbelt Securities
Texas
$377
FFA
511
Frazier Financial Advisors
Ohio
$61 -$9.35K -99 -99%
FF
512
Fortitude Financial
Washington
-$19.6M -250,745 Closed
SFC
513
Strategic Financial Concepts
Texas
-$7.29M -77,260 Closed
PPWM
514
PFG Private Wealth Management
Florida
-$7.12M -75,524 Closed
DWM
515
Dakota Wealth Management
Florida
-$2.92M -30,950 Closed
TWP
516
Total Wealth Planning
Ohio
-$1.67M -17,695 Closed
KWS
517
Keystone Wealth Services
California
-$877K -9,296 Closed
IC
518
IEQ Capital
California
-$752K -7,975 Closed
TC
519
TownSquare Capital
Utah
-$615K -6,521 Closed
LBC
520
Leigh Baldwin & Co
New York
-$555K -5,881 Closed
RIM
521
Redwood Investment Management
Arizona
-$504K -5,340 Closed
CIS
522
Custom Index Systems
New York
-$476K -5,043 Closed
Belvedere Trading
523
Belvedere Trading
Illinois
-$434K -4,600 Closed
CW
524
CreativeOne Wealth
Kansas
-$410K -4,347 Closed
TPW
525
Tiller Private Wealth
Pennsylvania
-$408K -4,325 Closed